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SLCM_CA_310 Display Student Account Balance PowerPoint PPT Presentation


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SLCM_CA_310 Display Student Account Balance. Course Content. Introduction Unit 1- PIQST00 Account Balance Display Unit 2 – FPL9 Account Display Course Summary. Prerequisites and Roles. Prerequisites UK_100 IRIS Awareness & Navigation SLCM_200 Student Lifecycle Management Overview Roles

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SLCM_CA_310 Display Student Account Balance

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Slcm ca 310 display student account balance

SLCM_CA_310

Display Student Account Balance

SLCM_CA_310 Student Account Balance


Course content

Course Content

  • Introduction

  • Unit 1- PIQST00 Account Balance Display

  • Unit 2 – FPL9 Account Display

  • Course Summary

SLCM_CA_310 Student Account Balance


Prerequisites and roles

Prerequisites and Roles

  • Prerequisites

    • UK_100 IRIS Awareness & Navigation

    • SLCM_200 Student Lifecycle Management Overview

  • Roles

    • Student Lifecycle Management End Users

    • Admission/Registrar Office

SLCM_CA_310 Student Account Balance


Student account balance

Student Account Balance

  • In order to access student account balances, you need:

    • To be designated as a person with the responsibility to view student account balances.

    • To complete the SLCM_CA_310 Student Account Balance course and pass the assessment.

    • To sign the Statement of Responsibility (SOR) form.

      • Information about the SOR is located at http://www.uky.edu/IRIS/train/SOR_Information.html.

      • If you have signed your SOR in the past, you do not need to sign it again.

  • If you do not have access, please work with your college contact to get this access assigned.

    • The college contact list is located at http://www.uky.edu/IRIS/news/designatedcontacts.html.

SLCM_CA_310 Student Account Balance


Student account balance1

Student Account Balance

  • To display student account balances, you will need to log into the myUK portal and click on IRIS.

SLCM_CA_310 Student Account Balance


Unit 1

Unit 1

PIQST00

Student Account

SLCM_CA_310 Student Account Balance


Unit 1 piqst00 student account

Unit 1 – PIQST00 Student Account

  • PIQST00

  • Student Search

  • FERPA

  • Student Account Balance

SLCM_CA_310 Student Account Balance


Piqst00

PIQST00

  • PIQST00 is used to view unpaid (open) student account balances.

  • You can access PIQST00 by either:

    • Typing PIQST00 in the Command field;

    • OR

    • Clicking on PIQST00 in your Favorites.

SLCM_CA_310 Student Account Balance


Piqst001

PIQST00

  • If the Object Manager is open, close it by using the menu Settings  Hide Object Manager.

  • Note: The Object Manager is typically not used. Hiding it, therefore, creates more room on your screen.

SLCM_CA_310 Student Account Balance


Student search

Student Search

  • To search for a student

    • Enter the Student Number;

    • Enter the last name in the Student Number field, press Enter, and then double-click on the name;

    • Use the Possible Entries icon to search.

OR

OR

SLCM_CA_310 Student Account Balance


Student search1

Student Search

  • If using Possible Entries to search, use the Personal Data search tab.

    • Once chosen, it becomes the default tab.

  • Enter the search information and then click Continue.

    • When the list of students appears, double-click on the student’s name.

SLCM_CA_310 Student Account Balance


Ferpa

FERPA

  • Students may place privacy flags on their records.

  • When records are accessed, the Data Privacy Warning (FERPA) window displays.

  • If message displays, no information can be released on the student, not even to the student unless the student provides a picture ID.

  • Close the window by clicking Continue or pressing Enter.

SLCM_CA_310 Student Account Balance


Account balance icon

Account Balance Icon

  • To view open (unpaid) account items, click Account Balance.

  • If you click the icon and the student has no open (unpaid) items, you will remain on the Student File screen and receive a system message.

SLCM_CA_310 Student Account Balance


Account balance display

Account Balance Display

  • If the student has open (unpaid) items, the Account Display screen appears.

  • Status Indicators mean:

    • Red = the item is open (unpaid) and due

    • Yellow = the item is due today

    • Green = the item is not due

SLCM_CA_310 Student Account Balance


Student billing holds

Student Billing Holds

  • Only Student Billing’s holds show on this screen.

  • Other holds may be seen on the Holds tab on the Student File screen.

SLCM_CA_310 Student Account Balance


Account balance tabs

Account Balance Tabs

  • Account Balance Tabs include:

    • Receivables – Shows open (unpaid) items on the account

    • Down Payments – Not used

    • Totals – Shows an overview of the account

    • Payment List – Shows payments that have been made

    • Chronology – Shows line items sorted by due date

SLCM_CA_310 Student Account Balance


Fpl9 column fields

FPL9 Column Fields

  • Status – Status indicators; Red = item open (unpaid) and due; Yellow = item due today; Green = item not due

  • Post Date – Date transaction was posted to account

  • Due Date – Date payment is due

  • Doc # – SLCM document number for item posted to account

  • Confirmation Number – Number assigned by the system when a student pays via the web (Biller Direct)

  • Total Amount – Original amount of the transaction before anything was cleared

SLCM_CA_310 Student Account Balance


Fpl9 column fields1

FPL9 Column Fields

  • Open Items – Unpaid balance of the transaction

  • Type – The code for the transaction type

  • Per – Period key; first two digits refer to academic year; last two digits refer to academic session

  • Grant – The type of financial aid that is posted to a student’s account

  • Transaction type – The specific type of transaction

  • Description – A brief description of the transaction

SLCM_CA_310 Student Account Balance


Unit 2

Unit 2

FPL9 Detailed

Account Display

SLCM_CA_310 Student Account Balance


Unit 2 fpl9 detailed account display

Unit 2 – FPL9 Detailed Account Display

  • FPL9 Account Display

  • Recommended Settings

  • Detailed Account Display

  • Examples

SLCM_CA_310 Student Account Balance


Fpl9 account display

FPL9 Account Display

  • To see detailed account information for a student use transaction code FPL9.

  • When the screen initially displays, you will need to set up your recommended settings.

SLCM_CA_310 Student Account Balance


Fpl9 account display1

FPL9 Account Display

  • If you know the student number, enter it in the Business Partn. Field.

  • If the student number is unknown, use Possible Entries icon to search for the student.

    • Always use Partner by Student to perform an FPL9 search.

SLCM_CA_310 Student Account Balance


Recommended settings

Recommended Settings

  • Select these settings when using FPL9.

    • List Type: Non-Statistical Items

    • Line Layout: ST Acct Bal with Clearing Docs

    • Sort Variant: Post Date Descending

    • Initial Screen: Receivables

SLCM_CA_310 Student Account Balance


Selection conditions

Selection Conditions

  • In the Further Selections area, click on Create Selection Conditions.

  • When the Selection Criteria: Field List appears, select the fields you want to view.

    • Main Trans = Main Transactions

  • After selecting, press Enter or click on Continue.

SLCM_CA_310 Student Account Balance


Selection conditions1

Selection Conditions

  • Enter your selection criteria values.

    • Suggested values are listed on the next slide.

    • To see other options, click on Possible Entries.

  • After you have entered your values, click Execute.

SLCM_CA_310 Student Account Balance


Main transactions

Main Transactions

SLCM_CA_310 Student Account Balance


Saving settings

Saving Settings

  • To save your selection conditions, click Save Selection Conditions.

  • A system message will display.

  • To save your other settings, click Display/Change Settings.

SLCM_CA_310 Student Account Balance


Saving settings1

Saving Settings

  • When the Change Settings window displays, click Save Settings.

  • Your settings will be saved for the next time you use FPL9.

    • You may change your settings to view different information for a student by following the previous steps. If you do not save the changes, you will not change your default settings.

SLCM_CA_310 Student Account Balance


Detailed account balance

Detailed Account Balance

  • To see the student’s detailed account balance, press Enter.

    • If the student’s account has a privacy flag, you will need to press Enter to close the FERPA message.

  • The detailed account balance will be displayed for the student.

SLCM_CA_310 Student Account Balance


Fpl9 tabs

FPL9 Tabs

  • The FPL9 Tabs are the same as seen on PIQST00.

    • Receivables – Shows open (unpaid) items on the account

    • Down Payments – Not used

    • Totals – Shows an overview of the account

    • Payment List – Shows payments that have been made

    • Chronology – Shows line items sorted by due date

SLCM_CA_310 Student Account Balance


Fpl9 column fields2

FPL9 Column Fields

  • Status – Status indicators; Red = open (unpaid) and due; Yellow = item due today; Green = item not due

  • Post Date – Date transaction was posted to account

  • Due Date – Date payment is due

  • FA – Z = Estimated aid; R = Financial ombudsman

  • L – Lock; locks are placed on account for 30 days if adjustment is made

  • Document No – SLCM document number for item posted to account

  • WEB Doc – Credit card payment via web (Biller Direct)

SLCM_CA_310 Student Account Balance


Fpl9 column fields3

FPL9 Column Fields

  • Clear Doc # - Indicates charge is paid

  • Amount – Original amount of the transaction before anything was cleared

  • Per – Period key; first two digits refer to academic year; last two digits refer to academic session

  • Type – The code for the transaction type

  • Text – The specific type of transaction

  • General Text – A brief description of the transaction

SLCM_CA_310 Student Account Balance


Mandatory fees object types

Mandatory Fees – Object Types

  • TECH – Technology Fee

  • WRFL – WRFL

  • SECT – Seaton Center Fee

  • SCTR – Student Center Fee

  • SHEA – Student Health Fee

  • INTL – International Study Abroad Fee

  • STVF – Student Involvement Fee

  • ENSF – Environmental Stewardship Fee

  • TUIT – Tuition

  • SPEC – Program & Course Fees

  • HOUS – Housing

  • DINI – Dining

  • INHI – International Student Health Insurance

  • SSER – Student Services

  • SACT – Student Activity Board

  • SGOV – Student Government

  • ATHL - Athletic Fee

SLCM_CA_310 Student Account Balance


Fpl9 locks

FPL9 Locks

  • If there is an adjustment, a lock is put on an account for 30 days.

  • The lock may be made for several reasons.

SLCM_CA_310 Student Account Balance


Examples

Examples

  • The following three slides provide examples you may see when displaying student account balances.

    • Example 1 – Dropped Class

    • Example 2 – Open Charges

    • Example 3 – 100% Cancellation

SLCM_CA_310 Student Account Balance


Example 1 dropped class

Example 1 – Dropped Class

  • In this example, one class was dropped, but a payment was made.

  • Only the amount for the dropped was posted.

SLCM_CA_310 Student Account Balance


Example 2 open charges

Example 2 – Open Charges

  • This account does not have any payments.

  • All charges are open (unpaid).

SLCM_CA_310 Student Account Balance


Example 3 100 cancellation

Example 3 – 100% Cancellation

  • In this example, the account was reduced by the full amount.

  • The student cancelled at 100%.

SLCM_CA_310 Student Account Balance


Fpl9 toolbar

FPL9 Toolbar

  • The most useful icons on the FPL9 toolbar include:

  • Filter – used to display certain data

  • Sort Ascending – Sorts in ascending order A to Z

  • Sort Descending – Sorts in descending order Z to A

  • Sum – Sums the amounts in the column

SLCM_CA_310 Student Account Balance


Filtering

Filtering

  • To filter data, click in the header of the column you want to filter

  • Click on Filter

  • Type in the value you want to filter or use the Possible Entries to search

  • Double-click on your value

SLCM_CA_310 Student Account Balance


Filtering1

Filtering

  • Click Execute

  • Results will display based on your value

  • To return to the full account details, click Back

SLCM_CA_310 Student Account Balance


Sorting

Sorting

  • To sort on a particular column, click in the column header

  • Click on either Sort Ascending or Sort Descending

  • The results will display

SLCM_CA_310 Student Account Balance


Slcm ca 310 display student account balance

Sum

  • To sum the account transactions, click on the Type column header

  • Click on Sum

  • Results will display

    • Note the sum is the total for all academic sessions

  • To return to the full account details, click Back

SLCM_CA_310 Student Account Balance


Slcm help

SLCM Help

  • For Quick Reference Cards

    • Click on Attachment (upper right corner)

    • Click on QRC

    • Print

  • myHelp website:

    • http://myHelp.uky.edu/rwd/HTML/index.html

    • Contains Quick Reference Cards (QRCs), updated course manuals, Simulations, Frequently Asked Questions, and other job aids

  • IRIS website

    • http://www.uky.edu/IRIS/

    • Contains Information Directory, Forms, and other references

SLCM_CA_310 Student Account Balance


Other slcm courses

Other SLCM Courses

  • Classroom Lab Courses

    • SLCM_AD_300 Event Planning

    • SLCM_AD_340 Program of Study

  • WBT Courses are available at myTraining Center

    • SLCM_200 Student Lifecycle Management Overview

    • SLCM_AD_310 Student Records

    • SLCM_AD_315 Booking Rules

    • SLCM_AD_320 Booking

    • SLCM_WP_210 Grading

    • SLCM_WP_220 Overrides

    • SLCM_WP_310 Advising

SLCM_CA_310 Student Account Balance


Course summary

Course Summary

You now are able to:

  • Display the Student Account Balance via the Student File (transaction PIQST00)

  • Display detailed student account information using transaction FPL9

SLCM_CA_310 Student Account Balance


Course assessment instructions

Course Assessment Instructions

  • To take the assessment and complete the course, click Attachments (upper right corner)

  • Click SLCM_CA_310 Assessment & Course Completion and print the QRC

    • Note: The QRC will open in another window.

  • Click OK to close the Attachments window

  • Follow the steps in the QRC to complete the course

SLCM_CA_310 Student Account Balance


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